Trust Administrator

Confidential; Beaminster; On-site; GBP 27,000 - 32,000; Full time

Benefits offered by this job

25 days holiday

Birthday off

Pension

Medical insurance after probation

Social events

Job summary

Confidential in Beaminster seeks a Trust Administrator to join its busy Trusts team. You will administer a portfolio of trusts, maintain records and process financial transactions, while helping prepare trust accounts and support financial administration.

You'll liaise with clients and advisers, ensure deadlines are met, and contribute to a growing, professional firm. Training will be provided to develop specialist knowledge.

Qualifications

• Experience in administrative roles with a focus on accuracy and records management.
• Strong numerical ability and comfort with figures.
• Proficient IT skills; good Excel knowledge desired.

Responsibilities

• Assist with administration of trusts and maintain accurate records.
• Process financial transactions and prepare trust accounts.
• Set up systems and spreadsheets from scratch for new role and ensure compliance.

Skills

Attention to detail

Numerical ability

Organisational skills

Time management

Excel

Tools

Excel

Job description

Location: Beaminster

Salary £27k-£32k DOE (will pay more for experienced Trust administrator)

Hours: 9am-5.30pm Mon-Thurs, 9am-5pm Fri

Benefits: 25 days hols + Bank hols (including 3 for Christmas shutdown), birthday off, no onsite parking but provide car parking permit for local car park, pension, medical insurance after probation, social events during the year

Aspire Jobs are delighted to be working in an exclusive partnership with our professional services client who are a well-established and growing firm based in West Dorset. They are seeking to recruit a Trust Administrator to join their busy team. This is a perfect time to join a growing and progressive thinking team and firm.

Are you an organised administrator with excellent attention to detail? Do you enjoy working with figures, managing accurate records and being part of a professional team?

Perhaps you already have experience within legal services, finance or trust administration or from within a professional services firm. Or maybe you're looking for the opportunity to develop specialist knowledge in a highly regarded firm where full training will be provided.

This is a fantastic opportunity to join an established Trusts department in a varied role offering long-term career development.

The Role

Working as part of a busy and supportive team, you'll help administer a portfolio of trusts, ensuring everything is managed accurately, efficiently and in line with legal requirements.

No two days are quite the same and you'll be involved in a wide range of administrative and financial tasks. As this is a new role you will be setting up systems and spreadsheets from scratch so a real chance to make the role your own.

Responsibilities will include:

• Assisting with the administration of trusts
• Maintaining accurate records and documentation
• Processing financial transactions
• Preparing trust accounts and supporting financial administration
• Liaising with clients and professional advisers
• Ensuring deadlines are met and files remain compliant
• Providing general administrative support to the Trusts team

About You

We're much more interested in finding the right person than someone with previous trust experience.

You'll probably have:

• Previous administration experience
• Excellent attention to detail
• Good numerical ability and confidence working with figures
• Strong organisational and time management skills
• A methodical approach to your work
• Excellent written and verbal communication skills
• Good IT skills, including Microsoft Office particularly Excel

Experience within a legal practice, financial services, accountancy or trust administration would be an advantage but is by no means essential, as full training will be provided.